Transcript The Costs of Producing Crops Around the World 2003

World Industry Service
Presented by
Mark Killion, CFA
Managing Director
Global Insight’s World Industry Services
Copyright © 2005 Global Insight
Introduction to the World Industry Service (WIS)
 Unique set of global sector data, benchmarks, information,
written reports, sector experts
 Harmonized industries and indicators constructed for
consistency and comparisons across sectors and geography
 71 sectors for each of 70 largest economies
 User friendly interface for navigation through dimensions of
sector, country, indicator, time frame, currency; all delivered
via the web
 Valuable metrics and reports for use in global market sizing,
company sales forecasting, market intelligence, strategic
planning, investments and risk management
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WIS Helps Businesses Identify Opportunities
Size, compare, rank and benchmark sector activity and financial
performances across the world
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Which sectors are the largest, fastest growing, most profitable?
Which countries or regions are most important for key sectors?
Which sectors provide opportunities for M&A, outsourcing, new
investments, cross-border trade?
Quality features & value-added attributes facilitate user applications
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Harmonized sectors and indicators allow comparability and aggregations
across sectors and countries; robust data structure ensures ease of use
The links among sectors and with macro spending provide a robust forecast
framework and “top down” constraint for quality control
Latest indicators included as well as long run structural changes
Translate economic events into sector based implications, anticipate
changes in asset valuation, credit quality and corporate spending
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Who Are WIS Clients?
Decision Makers, Planners
and Analysts
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Sales Forecasting
Procurement
Market Intelligence
Strategic Planning
Public Sector Revenues
Credit Risk Research
Investment Management
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WIS Mission is to Deliver What Clients Value Most
Key Features
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Timely forecasts
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Clear, logical analyses to guide decisions
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Early warning of risks and cyclical timing
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Industry expertise, detailed forecasts
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Consistent analytical framework
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Active communication with our analysts
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Innovative data delivery and software tools with on-going
client support
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What Comprises Global Insight’s WIS Package?
 Comparative sector benchmarks that show size, composition, growth
 Complete time series history starts from 1980
 Includes latest snapshot of recent indicators and “nowcasts”
 Model based forecasts cover a 20 year time horizon and are appended to historical data
 Written reports describe global sectors and forecast drivers
 Summary scorecards, latest developments, rankings, industry drivers, key players
 Data and forecasts span 71 sectors in 70 countries with Global Totals
 All data harmonized into common framework
 The 71 detailed sectors comprise the total economy, they “add up” to total GDP
– Covers all sectors in all countries
 Indicators correspond to company financial statements, available for all sectors
– Sales, production, costs, spending, profits
– Consumption, exports, imports (merchandise trade only)
 Active Communication with Sector Analysts, Client Conferences
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Accessing the World Industry Service
All Global Insight’s
Industry Reports are
available on-line
through Global
Insight’s Client
Website
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Sector Reports On-line
Sector reports on-line
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Updated once per quarter
or as events warrant
Include recent
developments, industry
structure, forecast
drivers, and key players
Sector experts are
identified in each report,
with phone and e-mail
contact information
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Sector Data and Metrics
World Industry
Service Navigator
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User Friendly Navigation
Easy “Point and Click”
choice of sectors,
countries, indicators
Drill-down tree format
User-determined choice
of geography and
business segment
Data delivered via web
into Excel
Flexible options for time
range, formats
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Sector Forecasts
WIS sector forecast incorporate both the
country and industry perspectives
Global Sector
Expertise
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Autos
Energy
Chemicals
Construction
Tourism
Health Care
Transport
Communications
Financial
World Industry
Service
• All Countries
• All Sectors
• Harmonized to
Common Standard
Global Sectors Analysts interact
with Country Macroeconomic Experts
West and East
Europe Macro
Economics
Asia,
Latin America,
Rest of World
Macro Economics
Global Macroeconomic Expertise
U.S. Macro
Economics
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Sectors are the “Gear Box” that Connects Macro
& Companies!
Macro Policies and Performance Drives Industry Outlook
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Macro
 Policies
 Slate of
Demand
 Scenarios
 Prices and
Exchange
Rates
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All sectors together must add up to total GDP
Impacts translated through consumer markets,
B2B links, capital equipment
Each sector’s exports are another’s imports
WIS “Top Down” compliments “Bottom Up”
Industry
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Sources of Demand
Purchases, COGS
Consumer, B2B Markets
Technology, Commercial
Linkages
 Trade, Competition and
Profits
Company
 Benchmark
Global Sales
Growth, Cost
Structure, Risks
 Market Share
 Competitive
Technology
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WIS Platform Drives Macro Conditions Down Through
Sector Activity to Individual Company Performances
Sector Data Represents a Big “Peer Group” of All Players that
are Operating in Each Sector
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Data are derived from company tax filings
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Includes public and private ownership
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Creates robust financial benchmarks
Company
Macro
Industry
 Benchmark Global Sales
Growth, Cost Structure,
Profits, Risks
 Market Share
 Industry Structure
Use Sector Benchmarks to
Anticipate Likely Company Prospects
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Translating Economic Events into Implications for
Global Sector Markets
Common Applications of WIS Available for Review
1)
Custom Market Indexes
Follow key customer performances, calculate market share, forecast sales for
business segments and geography
www.globalinsight.com/WIS
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Sector Risk Ratings
Manage risk exposure by tracking industry level changes in credit and operating
risk, stress test portfolios with simulations and alternate “house view” scenarios
www.globalinsight.com/WIS-Risk
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Key Drivers for Technology
Use Global Sector Activity and Spending as Key Drivers for technology sector
forecasts, or research into industry structure
www.globalinsight.com/WIS
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Stock Sector Benchmarks
Sector earnings and capital expenditures are used to value financial securities
such as stocks, bonds, loans, for investment research and portfolio management
www.globalinsight.com/WIS-Financial
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More Information?
Please Contact Us for a Personal Demonstration!
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Mark Killion, CFA
Managing Director, World Industry Service
1-610-490-2547
[email protected]
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Prem Premakumar
Applications Manager, World Industry Service
1-610-490-2525
[email protected]
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